David S. Meell
Professional summary
David Stephen Meell, who also goes by David Meell, is a registered financial professional currently at WISDOMTREE SECURITIES, INC. located in New York, New York.
David is registered as a RR (Registered Representative) and started their career in finance in 1996. David has worked at 7 firms and has passed the SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view David Stephen Meell's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 30, 2025 - Present
WISDOMTREE SECURITIES, INC.
Office #1: 250 West 34th Street 3rd Floor, New York, NY 10119Office #2: 250 West 34th Street 3rd Floor, New York, NY 10119May 6, 2020 - October 2, 2025
FORESIDE FUND SERVICES, LLC
October 16, 2018 - March 11, 2020
FRANKLIN DISTRIBUTORS, LLC
October 6, 2004 - October 8, 2018
BNY MELLON SECURITIES CORPORATION
July 13, 2000 - October 4, 2004
CITIGROUP GLOBAL MARKETS INC.
March 30, 1999 - June 29, 2000
UBS FINANCIAL SERVICES INC.
June 27, 1996 - March 25, 1999
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
FINRA
Current Firm
WISDOMTREE SECURITIES, INC.
CRD#: 317624 / SEC#: , 8-70847
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
Red Flags
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